|
26
|
Grant Street Asset Management
Canonsburg,
Pennsylvania
|
$265K
|
+$274K
|
+12,639
|
New
|
|
|
27
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$256K
|
+$264K
|
+12,200
|
New
|
|
|
28
|
Silver Oak Securities
Jackson,
Tennessee
|
$243K
|
+$254K
|
+11,698
|
New
|
|
|
29
|
Equitable Holdings
New York
|
$239K
|
–
|
–
|
–
|
|
|
30
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$233K
|
-$190K
|
-8,781
|
-44%
|
|
|
31
|
MML Investors Services
Springfield,
Massachusetts
|
$220K
|
-$28.9K
|
-1,333
|
-11%
|
|
|
32
|
Atria Wealth Solutions
New York
|
$205K
|
+$212K
|
+9,794
|
New
|
|
|
33
|
WR Wealth Planners
Columbia,
Missouri
|
$193K
|
+$199K
|
+9,200
|
New
|
|
|
34
|
Osaic Holdings
Scottsdale,
Arizona
|
$187K
|
+$104K
|
+4,800
|
+116%
|
|
|
35
|
IFP Advisors
Tampa,
Florida
|
$143K
|
+$155K
|
+7,154
|
New
|
|
|
36
|
UBS Group
Zurich,
Switzerland
|
$96K
|
+$43.1K
|
+1,986
|
+76%
|
|
|
37
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
$51K
|
+$52.8K
|
+2,435
|
New
|
|
|
38
|
Clearview Wealth Advisors
Salem,
Oregon
|
$38K
|
–
|
–
|
–
|
|
|
39
|
American Portfolios Advisors
Holbrook,
New York
|
$23K
|
–
|
–
|
–
|
|
|
40
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$23K
|
–
|
–
|
–
|
|
|
41
|
Andesa Financial Management
Allentown,
Pennsylvania
|
–
|
-$2.04M
|
-90,825
|
Closed
|
|
|
42
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$840K
|
-37,334
|
Closed
|
|
|
43
|
Stifel Financial
St. Louis,
Missouri
|
–
|
-$689K
|
-30,608
|
Closed
|
|
|
44
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
–
|
-$640K
|
-28,445
|
Closed
|
|
|
45
|
Citadel Advisors
Miami,
Florida
|
–
|
-$515K
|
-22,899
|
Closed
|
|
|
46
|
Rockefeller Capital Management
New York
|
–
|
-$13K
|
-600
|
Closed
|
|
|
47
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
+$43
|
+2
|
New
|
|
